As markets become narrow and expensive, core, growth and quality portfolios are converging. This presents risks for many portfolios but a great opportunity for valuation-focused investors.

Every day, every one of us is touched by infrastructure and, the longer we live, the more billions of us there are, and the more we need infrastructure. Demand for essential infrastructure offers opportunities for investors.

Global small caps may be rewarded by the markets going forward supported by faster expected earnings growth and compelling valuations relative to large cap equities.

Opinions about private markets are often not rooted in facts, due in part to the fact that data on private markets has been scarce. But data is available and it debunks some of the common misconceptions about private markets.

The unique characteristics of private debt make it ideal for any portfolio, fitting in either the defensive or growth component of a portfolio – or even both at the same time.

Brokers hire a great many analysts to write and publish detailed analysis on corporate earnings forecasts. It's right to focus on earnings, but the level of delivered growth is less important than the surprise in growth (positive or negative).

The transition a net zero emission economy offers risks and opportunities for investors. Infrastructure is a simple way to benefit from the transition to a net zero emission economy and represents a multi-decade growth opportunity.

Today, many of the leading companies servicing emerging market economies have superior earnings growth to developed market peers, with many trading even cheaper than at the height of the Covid market turmoil.

The primary criticism directed at those who think about the future is that it's an act of futility. But thinking about how the future may unfold has proven to be a useful way to make decisions amidst radical uncertainty.

Investment-grade corporate bonds can improve portfolio risk-adjusted returns. A focus on the highest quality global corporate bonds will provide opportunities for investors to capture future income, as well as add a defensive anchor within portfolios.

Private Equity pooled returns have been attractive while also less volatile than investing in a single fund or fund-of-funds. Enabling investors to "buy the private market" would complement portfolios just like in public markets.

Small Caps have underperformed large cap peers in recent times however cyclical factors today and a rebound in domestic risk sets up for the reemergence in Australian Smalls.

As professionals we need to stand with our clients and share our voice to ensure risk-aware approaches part of our investment landscape.

The Investing Roundtable explored key challenges and opportunities that practitioners should be thinking about when building quality multi-asset, multi-manager portfolios.

The young are better able to navigate VUCA owing to their natural growth and learning mindset. In an environment where investors can do anything, just not everything, we can all benefit from adopting a youth mindset.

Markets have undergone a regime shift - to prosper, we need to understand the factors that will be crucial to building multi-asset portfolios capable of delivering financial wellbeing in the years ahead.

Achieving equity like returns with much lower risk and equivalent liquidity is the holy grail that is now on offer from high yield.

Since central banks abandoned their ultra-loose monetary policies, currencies once again offer a source of investment returns, as well as portfolio diversification.

While the US dollar's share of global foreign exchange reserves is in long-term decline, the currency's dominance will continue despite the rising risk of embedded inflation.

As economies slow, fixed income will once again provide portfolio diversification, allowing practitioners to focus on capturing long-term trends such as climate change and artificial intelligence.